Senior Retirement Specialist
Company | Nationwide |
---|---|
Location | Tampa, FL, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- FINRA Series 6, 63, and 65 required
- Life & Health license required
- Three years of related experience in financial, sales or educational services functions
- Deep understanding of the public sector business to apply knowledge of 457 plans
- Excellent sales, communication and presentation skills required
Responsibilities
- Develops positive relationships with key public sector employer entity contacts within assigned territory
- Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory
- Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which drive sales growth
Preferred Qualifications
- Undergraduate studies in related field, insurance, business, marketing preferred
- Understanding of the competitive landscape a plus